Research analysts who have asked questions during VinFast Auto earnings calls.
AS
Andres Sheppard-Slinger
Cantor Fitzgerald
4 questions for VFS
Also covers: ACHR, AUR, EVEX +10 more
JM
James McIlree
Chardan Capital Markets
4 questions for VFS
Also covers: CLSK, PFIE, ULY
AB
Anand Balaji
Cantor Fitzgerald
2 questions for VFS
Also covers: ACHR, OUST
GL
Gregory Lewis
BTIG, LLC
2 questions for VFS
Also covers: BLBD, BTDR, CIFR +26 more
Daniel Ives
Wedbush Securities
1 question for VFS
Also covers: BUKS, CRWD, PEGA +2 more
Steven Wahrhaftig
Wedbush Securities
1 question for VFS
TD
Tyler De Masseo
BTIG
1 question for VFS
TD
Tyler Demetrio
BTIG
1 question for VFS
Recent press releases and 8-K filings for VFS.
VinFast Announces 4Q25 Global Deliveries
VFS
Guidance Update
Revenue Acceleration/Inflection
- VinFast Auto Ltd. announced preliminary global deliveries of 86,557 electric vehicles (EVs) in 4Q25, representing a 127% increase quarter-over-quarter and a 63% increase year-over-year.
- For the full year 2025, the company delivered 196,919 EVs, marking a 102% increase year-over-year and exceeding management's guidance of at least doubling 2024 deliveries.
- VinFast also reported deliveries of 171,962 e-scooters and e-bikes in 4Q25 and 406,498 units for the full year 2025, with year-over-year increases of 452% and 473% respectively.
Jan 30, 2026, 2:57 AM
VinFast Reports Record 2025 Electric Scooter Deliveries in Vietnam
VFS
Revenue Acceleration/Inflection
- VinFast Auto Ltd. (VFS) announced preliminary domestic deliveries of 406,453 electric scooters in Vietnam for the full year 2025.
- This represents approximately 5.7 times its domestic deliveries in 2024.
- The Evo series was VinFast's best-selling e-scooter model, with 253,178 Evo models delivered in 2025.
Jan 26, 2026, 11:01 AM
VinFast Reports Record Electric Vehicle Deliveries in Vietnam for 2025
VFS
Revenue Acceleration/Inflection
- VinFast Auto Ltd. announced preliminary full-year 2025 electric vehicle (EV) deliveries of 175,099 units to customers in Vietnam, marking the highest annual delivery volume recorded in the domestic Vietnamese market.
- In December 2025, the company achieved a new monthly record with 27,649 EV deliveries in Vietnam.
- The VF 3 and VF 5 were VinFast's top-selling models in Vietnam for 2025, with 44,585 and 43,913 cumulative deliveries, respectively.
Jan 13, 2026, 2:20 PM
VinFast Auto Reports Preliminary Full-Year 2025 Global EV Deliveries
VFS
Guidance Update
Revenue Acceleration/Inflection
- VinFast Auto Ltd. expects its full-year 2025 global electric vehicle (EV) deliveries to be approximately double its full-year 2024 deliveries of 97,399 EVs, approaching 200,000 vehicles.
- This projection is based on preliminary internal data and represents the company's highest annual deliveries since inception.
- Deliveries in Vietnam for 2025 are expected to exceed 170,000 EVs.
- The company had previously targeted to at least double its global deliveries for the full year 2025 compared to 2024.
Jan 6, 2026, 1:54 AM
Vietnam Commercial Vehicle Market Projected to Reach $5,796.13 Million by 2035
VFS
New Projects/Investments
Revenue Acceleration/Inflection
- The Vietnam commercial vehicle market is projected to grow from USD 2,528.95 million in 2025 to USD 5,796.13 million by 2035, at a CAGR of 8.86% during the forecast period 2026–2035.
- Key market segments include light commercial vehicles (over 26.17% market share), trucks (nearly 51% revenue), and Internal Combustion Engine (ICE) vehicles (over 80.71% market share).
- The market demonstrated strong sales performance, with 79,332 units sold by VAMA members in 2024 and a surge to 10,162 units in October 2025.
- Growth is significantly driven by record seaport throughput (6.5 million TEUs in 2024) , an unprecedented trade surplus (USD 24.77 billion in 2024) , and substantial Foreign Direct Investment (FDI) inflows (USD 31.4 billion in 2024).
- Electrification trends are gaining traction, with VinFast delivering 97,399 electric vehicles globally in 2024 and 51,000 cumulative EV sales in Vietnam in the first 10 months of 2024.
Dec 29, 2025, 11:30 AM
VinFast Auto's Canadian Test Reinforces Southeast Asia's EV Ambitions
VFS
New Projects/Investments
Revenue Acceleration/Inflection
- VinFast has surpassed 20,000 deliveries in October in Vietnam, strengthening its lead in the domestic electric vehicle market and contributing to Vietnam becoming one of the fastest-growing EV markets in the region.
- The company is expanding its manufacturing footprint with new facilities in Indonesia and India, in addition to its existing factories in Vietnam, as part of its global ambition for large-scale electric vehicle production.
- VinFast's two-year presence in Canada serves as a critical testing ground to validate its engineering standards and commitment to customer support, particularly given Canada's challenging climate and vast distances.
Dec 11, 2025, 9:02 PM
VinFast's Role in Southeast Asia's EV Market and Canadian Expansion
VFS
New Projects/Investments
Revenue Acceleration/Inflection
- VinFast surpassed twenty thousand deliveries in October, solidifying its lead in Vietnam's domestic EV sales and contributing to the country becoming one of Southeast Asia's fastest-growing EV markets.
- The company is the first Southeast Asian manufacturer to pursue full-scale EV production with global intent, establishing a distributed manufacturing base with plants in Vietnam and India, and a new facility under construction in Indonesia.
- VinFast's two-year presence in Canada serves as a crucial testing ground to validate its engineering standards and commitment to customer support in a demanding market, aiming to strengthen Southeast Asia's broader EV ecosystem.
- This strategic domestic growth and international expansion position VinFast as a potential homegrown EV champion for Southeast Asia, aiming to reduce the region's reliance on foreign technology and reshape its industrial future.
Dec 11, 2025, 11:00 AM
VinFast Reports Record EV Deliveries in November 2025
VFS
Revenue Acceleration/Inflection
Product Launch
- VinFast Auto Ltd. reported record monthly electric vehicle (EV) deliveries in Vietnam for November 2025, totaling 23,186 units.
- Cumulatively, from January 1 through November 30, 2025, the company delivered a total of 147,450 EVs to customers in Vietnam.
- The Limo Green was the best-selling model in November 2025 with 9,642 deliveries, while the VF 3 and VF 5 were the top-selling models year-to-date with 40,660 and 38,478 deliveries, respectively.
Dec 10, 2025, 11:02 AM
VinFast Parent Company Vingroup Expands into Green Energy, Infrastructure, and Culture
VFS
New Projects/Investments
Revenue Acceleration/Inflection
- Vingroup, VinFast's parent company, significantly expanded its strategic focus in 2025 by adding green energy (VinEnergo) and infrastructure development (high-speed rail, seaports) as new pillars in August 2025.
- VinFast demonstrated strong market performance, reporting over 100,000 deliveries in the first nine months of 2025 and maintaining its position as the best-selling car brand in Vietnam for 11 consecutive months.
- Vingroup further diversified its operations by establishing a Culture pillar in late 2025, aiming to promote Vietnamese arts and heritage.
Dec 8, 2025, 6:50 PM
VinFast Plans $500M Tamil Nadu Facility Expansion
VFS
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- VinFast is expanding its electric vehicle manufacturing facility in Thoothukudi, Tamil Nadu, by acquiring an additional 200 hectares of land as part of its $2 billion commitment to India.
- The company plans to invest $500 million to develop new workshops and production lines specifically for electric buses and e-scooters, complementing an increase in electric car manufacturing capacity from 50,000 to 150,000 units annually.
- The Tamil Nadu government is facilitating this growth by providing necessary permits, infrastructure support, and applicable incentives.
Dec 4, 2025, 3:45 PM
Quarterly earnings call transcripts for VinFast Auto.
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